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Blackstone

1,668 hedge funds and large institutions have $53.5B invested in Blackstone in 2023 Q3 according to their latest regulatory filings, with 200 funds opening new positions, 625 increasing their positions, 590 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 200 | Existing positions closed: 98

26% more capital invested

Capital invested by funds: $42.6B → $53.5B (+$10.9B)

14% more funds holding in top 10

Funds holding in top 10: 6675 (+9)

5.38% more ownership

Funds ownership: 64.93%70.31% (+5.4%)

5% more funds holding

Funds holding: 1,5841,668 (+84)

6% more repeat investments, than reductions

Existing positions increased: 625 | Existing positions reduced: 590

2% less call options, than puts

Call options by funds: $1.68B | Put options by funds: $1.71B

Holders
1,668
Holders Change
+84
Holders Change %
+5.3%
% of All Funds
26.47%
Holding in Top 10
75
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+13.64%
% of All Funds
1.19%
New
200
Increased
625
Reduced
590
Closed
98
Calls
$1.68B
Puts
$1.71B
Net Calls
-$32.7M
Net Calls Change
-$383M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
976
IHT Wealth Management
Illinois
$739K -$235K -2,261 -25%
EW
977
Element Wealth
Mississippi
$739K +$1.77K +17 +0.2%
SVWAG
978
Sound View Wealth Advisors Group
Georgia
$733K +$144K +1,379 +25%
HTC
979
Haverford Trust Company
Pennsylvania
$733K -$47.7K -458 -6%
FC
980
Forte Capital
New York
$730K +$102K +981 +17%
MFG
981
Merit Financial Group
Georgia
$729K +$122K +1,170 +21%
JE
982
JMAC Enterprises
Pennsylvania
$729K +$187K +1,800 +36%
SRC
983
Sage Rhino Capital
California
$727K +$521 +5 +0.1%
AAP
984
Arax Advisory Partners
Colorado
$722K +$2.71K +26 +0.4%
TCM
985
Triumph Capital Management
Colorado
$719K +$75.8K +728 +12%
ONB
986
Old National Bancorp
Indiana
$715K
FLPIM
987
F.L. Putnam Investment Management
Massachusetts
$714K +$159K +1,523 +30%
FCH
988
Freestone Capital Holdings
Washington
$714K -$15.4K -148 -2%
AM
989
AGF Management
Ontario, Canada
$714K +$694K +6,660 New
ST
990
Sabal Trust
Florida
$712K -$75.6K -726 -10%
CRI
991
Colonial River Investments
Virginia
$708K +$191K +1,831 +38%
RIM
992
RW Investment Management
Idaho
$707K
BAM
993
Belpointe Asset Management
Nevada
$706K +$105K +1,004 +18%
SS
994
Sunbelt Securities
Texas
$703K +$210K +2,014 +44%
LOIP
995
Live Oak Investment Partners
Texas
$698K
NAM
996
NTV Asset Management
West Virginia
$695K +$31.2K +300 +5%
NCM
997
NCM Capital Management
New Jersey
$695K -$18.2K -175 -3%
LNWWM
998
Laird Norton Wetherby Wealth Management
California
$690K +$61.3K +589 +10%
MA
999
MONECO Advisors
Connecticut
$690K -$320K -3,070 -32%
PJSIMP
1000
P.J. Schmidt Investment Management (PJS)
Wisconsin
$690K -$3.44K -33 -0.4%

BX Hedge Fund Activity: Q3 2023 in Review

1,668 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q3 2023, worth a combined $53.5B — up 26% from $42.6B a quarter earlier.

Buyers outnumbered sellers: 200 funds opened new BX positions and 98 closed out — a net gain of 102 holders — while 625 added to existing stakes and 590 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.5B. The largest seller was Wellington Management Group, cutting an estimated $785M.

  • 1,668 institutional investors held Blackstone (BX) as of Q3 2023, up from 1,584 in Q2 2023.
  • Funds reported $53.5B of Blackstone stock for Q3 2023, up 26% quarter-over-quarter.
  • 200 funds opened new Blackstone positions in Q3 2023 and 98 closed out, a net change of +102 holders.
  • The largest Blackstone buyer in Q3 2023 was Vanguard Group, an estimated $1.5B added.
  • The largest Blackstone seller in Q3 2023 was Wellington Management Group, an estimated $785M sold.

Based on aggregated 13F filings for Q3 2023.